Maximize Your Efficiency with Integrated ACA Small Group Quoting

By Jason Silverman | Tue, May 02, 2023 @ 04:41 PM | Salesforce.com, quoting

    

We are excited to introduce our new ACA Small Group Quoting tool, designed to work seamlessly within virtually any instance of Salesforce, including FSC orgs, or with the BenefitsGuide: Insurance Agency Management System.

This is a game-changer,

It completely eliminates the need for redundant data entry when running ACA Small Group Quotes AND when creating the 'Sold' Policy back in to the AMS; saving you time while avoiding errors and allowing you to focus on providing the best service to your clients.

ACA Small Group Quoting in SalesforceBut that's not all.

You can even use that same information to create a new group in Ease, and to create Benefit Compliance documents and more. These other integrations allow you save even more time while further increasing efficiency.

To see this new tool in action, click here to watch a short video demonstration. We're confident that you'll be impressed by how it can revolutionize your workflow and make your life easier as an insurance broker.

Whether you already use Salesforce CRM or you're looking for a new Agency Management System, our new ACA Small Group Quoting tool is a valuable addition to any insurance broker's toolkit. 

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.